AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.43%
14,595
-679
27
$2.49M 0.42%
23,826
-57
28
$2.43M 0.41%
19,685
-1,120
29
$2.22M 0.38%
42,350
-2,015
30
$2.17M 0.37%
41,132
-5,770
31
$2.15M 0.36%
38,760
-1,770
32
$2.08M 0.35%
25,782
+1
33
$2.01M 0.34%
14,287
-91
34
$2M 0.34%
33,512
-2,080
35
$1.97M 0.33%
13,404
-951
36
$1.97M 0.33%
54,530
-9,220
37
$1.76M 0.3%
18,821
-1,975
38
$1.74M 0.29%
41,362
+1,215
39
$1.74M 0.29%
21,077
-460
40
$1.72M 0.29%
9,152
-88
41
$1.68M 0.29%
21,115
-90
42
$1.68M 0.28%
30,661
+1,783
43
$1.6M 0.27%
18,947
-435
44
$1.57M 0.27%
10,237
+2,371
45
$1.5M 0.25%
14,463
-219
46
$1.45M 0.25%
8,942
-130
47
$1.45M 0.25%
91,228
-1,530
48
$1.43M 0.24%
28,254
+472
49
$1.4M 0.24%
8,670
+370
50
$1.36M 0.23%
4,914
-151
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